Why can't we attach a sold estimate to the job it was sold on; from the
office after completion?Example: the tech screwed up and didn't mark the
estimate sold while he was on site. Now we need to mark the estimate
that he created as "sold" and attach...
Our techs accidentally hit this button and customers accidentally hit it
as well. These days, no one is asking us to go contactless, so how can I
remove the e-sign option permanently?
This is what the follow ups tab is for. The techs can call the customer
through the follow up tab. We just put it as a non-job event for the
tech and they can go into follow up history to find them
I believe you can do this through the mobile side of things. Click
e-sign and you can text with an attached estimate. Once the job is
closed, I'm not sure how though
